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Job Title


Investor Relations/Operations- Associate (Hedge Fund)


Company : Coda Search│Staffing


Location : Greenwich, CT


Created : 2024-09-30


Job Type : Full Time


Job Description

Our client is a growing Greenwich, CT based Alternative Asset Management clients is currently seeking to add an Investor Relations/Operations Associate to their growing Investor Service/Fund Operations Team.This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing narrative/brand awareness. Ideal individual should be well versed with digital marketing, social media, product messaging and alternative investments.ResponsibilitiesAssist with North American client sales & marketing, efforts, investor servicing and client relations and for firmThis role will be responsible for enhancing the firm's efforts around capital raising and investor experienceResearch and provide market color with respect to potential investment opportunitiesCreate marketing materials & pitch books with regards to firms investment opportunitiesConstruct pitch-books & preliminary models for prospecting clients and marketing potential tradesCreate Due Diligence presentations to outline potential investment opportunitiesCollaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use.Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channelsIdentifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organizationProvide various ad hoc data research and analysis as needed.Desired Skills and ExperienceBachelor's Degree with at least 2+ years of directly Private Wealth Management/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset ManagementProficiency in Microsoft Office, particularly Salesforce and Excel (Modeling & Formulas)Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPointOutstanding communication skills, proven ability to effectively work with all levels of ManagementFINRA Series 7/66 (or 63) RequiredComfortable working in a fast-paced, dead-line driven dynamic environmentInnovative and creative thinkerMust be detail oriented